Administrative & Customer Service representative
12 days ago
Whittier
Job Description Administrative & Customer Service Representative Full-Time | Whittier, CA | Enrique Carlos Farmers Insurance Agency Learn what its like to work in the insurance industry! Our agency is growing, and we are looking for a dependable, detail-oriented, and customer-focused individual to join our team. As a Full-Time Administrative & Customer Service Representative, you will play an essential role in keeping our office running smoothly and providing an exceptional experience for our clients. This position involves supporting the agency team through daily administrative tasks, assisting with policy servicing, and communicating with customers in a friendly, professional manner. What You'll Do Provide excellent customer service by answering phone calls, responding to emails, and assisting clients with questions regarding their policies. Support the agent and team with processing applications, policy changes, payments, claims assistance, and follow-up tasks. Maintain organized records and documentation with attention to accuracy. Manage scheduling, appointments, and general office coordination to ensure efficient daily operations. Assist with light underwriting tasks, data entry, and compliance documentation as needed. Create a welcoming and professional environment for clients and team members. What Were Looking For Strong organizational and time-management skills. Ability to multitask and prioritize in a fast-paced environment. Excellent verbal and written communication skills. A positive attitude, team-oriented mindset, and a genuine desire to help others. Customer service or administrative experience preferred (insurance experience is a plus, but we will train the right candidate). Why Join Us? Supportive, team-oriented environment. Opportunities for growth and professional development. Meaningful work helping clients protect what matters most. If youre ready to take the next step in your career and join a company that values both its customers and its team members, wed love to hear from you. Apply today! Benefits Hourly Base Salary + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Life Insurance Hands on Training Tuition Reimbursement Mon-Fri Schedule Retirement Plan Vision Insurance Career Growth Opportunities Responsibilities • Process customer policy change requests., • Secure all Trailing Documents from customers., • Handle all incoming claim calls from customers and follow-up., • Complete Evidence of Insurance requests., • Develop new Financial Services opportunities., • Document each customer contact in eAgent., • Immediately greet all customers, entering the office, in a friendly and helpful manner., • Take premium payments from customers., • Ask each customer for referrals and explain our referral program., • Treat each customer contact as a cross and up-sell opportunity including financial products., • Verify phone numbers, addresses and email addresses with each customer contact and update customer information., • Answer incoming phone calls on the first ring., • Return all phone messages promptly., • Share training and education knowledge and expertise with team members., • Thoroughly understand and follow all underwriting, rating and compliance requirements., • Maintain knowledge of new products and services., • Provide exceptional customer service and support., • Develop and maintain client relationships., • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems., • Schedule appointments for sales staff to meet prospective customers., • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty., • Provides on-going support to insurance clients as needed., • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe., • Work independently and as part of a team., • Stay up-to-date on industry market trends and best practices., • Participate in regular team meetings and brainstorming sessions., • Attend training and continuing education courses., • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable., • minimum high school of education, • Possess an upbeat, positive and enthusiastic attitude., • Be a great self-starter with a sense of urgency., • Create relationships from a cold start., • Excellent Communication/interpersonal skills., • Confident, self-starter who works well independently., • Must have ability to multi-task., • Professional phone etiquette., • Exceptional Business Writing and Editing Skills., • Great Customer Service Skills., • Problem-Solving Capabilities., • Works well with other employees and is a team player with a positive attitude., • A Property & Casualty insurance license is required., • Driven and goal-oriented individual., • Be capable of handling customer rejection., • Knowledge of sales and marketing principles and strategies., • Bilingual, fluent in both English and Spanish. Ability to identify and solve problems, think critically, and make decisions quickly.